Purchases and Sales Made in Q4 2023 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q4 2023. The information is specifically focused on institutions that hold shares of CITIGROUP INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.21K- 1.67% |
$46.1K - $62.1K
|
71.1K
$5.79M
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.23K- 1.68% |
$46.8K - $63.1K
|
71.6K
$5.83M
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.26K- 12.87% |
$48K - $64.7K
|
8.5K
$692K
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.26K- 7.63% |
$48K - $64.7K
|
15.2K
$1.24M
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.26K- 8.77% |
$48.1K - $64.8K
|
13.1K
$1.06M
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.3K- 14.1% |
$49.5K - $66.7K
|
7.89K
$642K
|
|
Jan 26, 2024
Q4 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-1.3K- 12.3% |
$49.7K - $67K
|
9.27K
$755K
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-1.3K- 12.36% |
$49.7K - $67K
|
9.22K
$751K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.31K- 17.24% |
$49.9K - $67.2K
|
6.27K
$510K
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-1.31K- 0.39% |
$50.2K - $67.6K
|
335K
$27.3M
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.32K- 9.51% |
$50.5K - $68.1K
|
12.6K
$1.02M
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.32K- 7.25% |
$50.6K - $68.2K
|
17K
$1.38M
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.33K- 18.77% |
$50.7K - $68.3K
|
5.74K
$467K
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-1.34K- 1.98% |
$51.1K - $68.9K
|
66.3K
$5.4M
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.34K- 4.48% |
$51.4K - $69.2K
|
28.7K
$2.33M
|
|
Jan 23, 2024
Q4 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-1.35K- 22.19% |
$51.7K - $69.6K
|
4.74K
$386K
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.38K- 6.07% |
$52.8K - $71.1K
|
21.4K
$1.74M
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.38K- 58.08% |
$52.9K - $71.3K
|
999
$81.3K
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.4K- 10.64% |
$53.5K - $72.1K
|
11.8K
$958K
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.4K- 3.06% |
$53.5K - $72.1K
|
44.4K
$3.62M
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.4K- 21.29% |
$53.7K - $72.3K
|
5.19K
$423K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.41K- 21.13% |
$53.8K - $72.5K
|
5.25K
$428K
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-1.42K- 6.73% |
$54.2K - $73.1K
|
19.7K
$1.6M
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.42K- 51.65% |
$54.4K - $73.3K
|
1.33K
$108K
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.43K- 6.05% |
$54.8K - $73.9K
|
22.3K
$1.81M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.45K- 9.91% |
$55.3K - $74.5K
|
13.1K
$1.07M
|
|
Feb 13, 2024
Q4 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-1.45K- 16.2% |
$55.4K - $74.7K
|
7.5K
$611K
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.48K- 4.76% |
$56.4K - $76K
|
29.5K
$2.4M
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.48KClosed |
$56.6K - $76.3K
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.5K- 5.89% |
$57.2K - $77.1K
|
23.9K
$1.95M
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-1.5K- 1.73% |
$57.4K - $77.3K
|
85.4K
$6.95M
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.52K- 8.64% |
$58K - $78.1K
|
16K
$1.31M
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.53K- 6.92% |
$58.7K - $79K
|
20.6K
$1.68M
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.55K- 6.12% |
$59.2K - $79.8K
|
23.8K
$1.94M
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.57K- 9.79% |
$60K - $80.8K
|
14.5K
$1.18M
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.6K- 0.36% |
$61.2K - $82.4K
|
446K
$36.3M
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
SELL
|
- |
-1.61K- 25.87% |
$61.7K - $83.1K
|
4.62K
$376K
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.63K- 7.24% |
$62.4K - $84K
|
20.9K
$1.7M
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.71K- 4.85% |
$65.3K - $88K
|
33.5K
$2.73M
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.72K- 44.22% |
$65.8K - $88.6K
|
2.17K
$177K
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.74K- 9.85% |
$66.5K - $89.6K
|
15.9K
$1.3M
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.77K- 10.76% |
$67.6K - $91.1K
|
14.7K
$1.19M
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.77K- 4.7% |
$67.6K - $91.1K
|
35.8K
$2.92M
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.77K- 2.22% |
$67.7K - $91.2K
|
77.9K
$6.34M
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.8K- 10.03% |
$68.6K - $92.5K
|
16.1K
$1.31M
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.83K- 13.7% |
$69.9K - $94.2K
|
11.5K
$938K
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.84K- 23.78% |
$70.4K - $94.8K
|
5.9K
$481K
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.85K- 11.92% |
$70.8K - $95.4K
|
13.7K
$1.11M
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.87K- 55.64% |
$71.3K - $96.1K
|
1.49K
$121K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.9K- 3.13% |
$72.6K - $97.8K
|
58.8K
$4.79M
|